This is the guy who tried to educate the public on the semiconductor industry and short Sive while himself cannot tell the difference between MLCC and electrolytic caps. He judges the values based on the size of the components. The caps are probably the cheapest components here.
@NlTR0_@Million_Sancet That's more accurate about the GPU/CPU solutions. What I gathered is that if SHT is able to provide a scalable solutions for GPU as well, then the upside potential is much greater. For the capacity/scalability, I think it's just a matter of time for the CN Mfrs. to find a way out
@PepInvestStocks Thanks for sharing. I am curious about their technological moat and actual qualified partnership except Sive. Now it only seems to benefit from the sive ecosystem hype. Looks like a trade>investment. Need to dig deeper.
@NlTR0_@Million_Sancet Thanks for your thesis. That is very insightful. To my understanding, SHT only provides CPU thermal pad solutions for now and will expand to GPU in near future. Is this correct? This will generate huge returns.
@MisterMCAP Really smart trade looking back now. Congrats mate! I wanted to sell and buy. But there's the short covering and MSCI injection on the same day, really tricky to decide. So I just hold.
@ShortSeller@0xsimmo Over the past two weeks, I've seen many people from around the world rush into SIVE with frenzy. Many took the hit today, probably tomorrow, and after. They just got to learn it the hard way
@ShortSeller@0xsimmo I think he saw more potential in the NASDAQ listing and the two new board members specialized in M&A. This is a similar pattern to LITE last year. Don't know how this might turn out. But the substance to support the crazy run is not catching up with the chasers' greed.